PlannerFees

Gosho Financial Group fees and pricing

Financial planner in San Mateo, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 11, 2026, Gosho Financial Group charges $400⁠-⁠$700 an hour and a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400⁠-⁠$700/hr
“Gosho's hourly fee will be billed at a rate of $400-$700 per hour and will be negotiated and agreed upon by the parties in advance.”
Flat or project fee
$5,000
“Gosho will charge a fixed fee for comprehensive or modular financial planning services beginning at $5000 per plan as contracted for with client in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gosho Financial Group bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Pursuant to an Investment Advisory contract signed by each client, the client will pay Gosho a monthly Investment Advisory fee, in advance and prorated to the end of the month upon inception of the account.”
  • “Hourly fee-based clients are billed monthly upon completion of work performed.”
  • “Clients are charged a portion of the fee at the beginning of the client relationship and then billed as the work is performed.”

How Gosho Financial Group’s fees compare

  • Its hourly rate of $400-$700 is above the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.
  • 10 of the 11 other planners in San Mateo that publish an hourly rate charge less.
  • Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
  • 5 of the 10 other planners in San Mateo that publish a flat or project fee charge less.

About Gosho Financial Group

“Gosho Financial Group’s (“Gosho” or “Advisor”) principal service is providing fee-based investment advisory services and financial planning services. Gosho also provides non-discretionary financial planning services for individuals, families, businesses, trusts, estates, and donor advised funds.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Clients
33
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$25,129,146
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
152268
Website
goshogroup.com (opens in new tab)
Phone
(650) 931-2518

Other planners in San Mateo that publish fees

Compare all 22 planners in San Mateo

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.